Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-07-12
Set Up Output Options for Composite Reports

Set Up Output Options for Composite Reports

  • Create a custom composite report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
You can use the
Output
 tab to specify these options for composite reports:
  • Help text.
  • Output types, such as chart, table, or layout.
  • Worklets.
  1. Access the
    Edit Custom Report
     task.
  2. Access the
    Output
     tab from the settings menu on your report.
  3. As you complete the
    Output Type
     section, consider:
    Option Description
    Chart
    Chart and Table
    You can't select
    Chart
     or
    Chart and Table
     when your report uses:
    • Column outlining.
    • Conditionally hidden columns or rows.
    • Repeating column groups.
    Layout
    Select to configure the
    KPI Card
     or
    KPI Line
     and enable key performance indicators for your data.
  4. (Optional) As you complete the
    Chart Options
     section, consider:
    Option Description
    Horizontal/Vertical Axis
    (Available axes depend on your
    Chart Type
    .) Set up both axes for bubble charts. Donut charts don't have axes.
    Rows for Charting
    Select specific rows to chart for all chart types.
    Add Secondary Axis
    (Available if you select
    Area - Overlaid
    ,
    Column - Clustered
    , or
    Line
     as the
    Chart Type
    .) Select the check box to visualize changes in your data and compare metrics with different scales using dual axis charts. A dual axis enables you to overlay 2 of these chart types when you select 1 of them for the
    Primary Axis
    :
    • Area - Overlaid
    • Column - Clustered
    • Line
    Select values on the
    Metrics to Include
     and
    Secondary Vertical Axis Chart Types
     prompts to use on the dual axis chart.
    Top n Values
    Enter the number of top results to display on your report.
    Select the
    Sum Remaining Values
     check box to display an
    Other
     option to view the remaining results. Clear the check box to exclude the remaining results.
    Example: You can enter
    10
     as the
    Top n Values
     to view only the top 10 of 22 locations based on the total salary expense of your organization. You can select the
    Sum Remaining Values
     check box to summarize the bottom 12 locations.
    Sum Remaining Values
    Use with the
    Top n Values
     option.
    Example: If you include only the top 10 locations out of 22, you can sum the remaining 12 locations into a single value labeled as
    Other
     on the chart.
    Target Line Type
    Set up target line options for bar and column charts by clicking:
    • Display one target line for all groups
      , which enables you to select a tenant-wide calculated field to use for drawing a single target line on the chart.
    • Display a separate target line for each group using metric
      , which enables you to display a unique target line for each group displayed in a bar or column chart. Select the specific measure or metric to use as a target value when creating the report definition. On the
      Matrix
       tab, include at least 1 currency or numeric report field to summarize and to use as a target line. To select the report field to use as a target line, select
      Use as Target Line
       from the
      Options
       prompt.
  5. (Optional) Select the
    Enable As Worklet
     check box in the
    Worklet Options
     section to enable your report as a worklet.
  6. As you complete the section, consider:
    Option Description
    Available on
    Select the landing pages where you want to display the composite report as a worklet.
    Example: To configure a report as a worklet on mobile devices, select
    Mobile Reports
    .
    Maximize Report Options
    All reports that you enable as worklets display a
    View More...
     link that enables you to click:
    • Display this Worklet when Maximized
      . Workday runs the report and ignores the maximum number of rows specified for the worklet. The report includes any columns with the
      Display this Worklet when Maximized
       option selected in the report definition.
    • Run a Different Report when Maximized
      . Workday runs the specified custom report that you have access to.
    Refresh Data
    Refresh report data for the worklet when you either:
    • Access the worklet.
    • Sign in to Workday.
    Consider more frequent refreshes when you expect frequent changes to the report data.
  7. (Optional) In the
    Help Text
     section, enter text in the
    More Info
     field that provides additional information to help users understand the results of the report.
    For reports you run in the browser, Workday displays the text above the report results. For worklets, the text displays when you click
    More Information
     under the gear icon.